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WHY JOIN AIRE


AIRE Advisors was created by and for financial advisors who are focused solely on the best interest of their clients, and who aspire to serve clients in a fee-only structure that avoids the conflict of interest inherent in a commission compensation model. We pride ourselves on an exceptionally friendly and team-oriented culture of people who care about each other and work well together.  Our management team cares as much about your success and your career as you do, and this is not a statement we make lightly. Our primary goal is not profit maximization, but client satisfaction, advisor satisfaction, and employee satisfaction. 

At AIRE, advisors are empowered with the freedom to advise clients on all aspects of their financial lives - not just stocks and bonds, but also their real estate, 401k, art, and all other outside assets. 

We offer a high payout and an exceptional family-like workplace environment, full of mutual support, individual attention, coaching, and development in creating a process to serve your clients effectively, efficiently, and comprehensively.

OUR VALUE PROPOSITON:

  • Advise on all assets everywhere, including real estate, 401k and more.

  • Fee-only structure removes conflicts of interest inherent in a commission model.

  • Transparent and innovating pricing – can charge either a flat dollar annual fee or a percentage fee.

  • The best of both worlds: not only do we provide everything you need to run your practice (state-of-the-art systems and software, office space, compliance, systems, investment research, coaching, marketing, complete staff and support), but we also create an instant team behind you, working hard for your clients and your success.

  • Extremely competitive payouts, from 50%-80%.

  • 1099 structure.

  • International business capabilities – with more than 100 countries throughout the world.

  • Entrepreneurial environment where you are involved with the direction of the overall business.

  • Practice management coaching and efficient processes.

  • Lead generation at the firm level through events, marketing, outside referral sources and more.

  • Group healthcare available.

SAY GOODBYE TO BUREAUCRACY.

No more…

  • Variances based on an individual account – we look at a client’s entire balance sheet, giving you the freedom to customize for your clients.

  • Bureaucratic note-taking: our notes are geared to what is important to the client, not a corporation.

  • Checklist for things that take your time and don’t serve clients.

  • Lengthy approval processes.

  • Canned marketing or client communication.  We create real, timely and impactful content for clients.

  • Cookie-cutter trading and rules.  We manage the entire asset allocation for a client – not just to any single account.

  • 2 phones: our systems are designed to allow you to use your own phone and remain compliant.

  • Payout reduction for lower production, lower value households, or anything else.​

Contact Amir to have a confidential conversation:

AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA®
Co-Founder, CEO